See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,816 | $157,256-63.9% | $141,162-59.8% | $152,861-62.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 26.48% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,021 | $5,261-42.6% | $4,735-36.2% | $4,762-36.6% |
| Participant deferral / active EE | $7,562 | $7,109+6.4% | $6,709+12.7% | $5,850+29.3% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |